Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 15 |
| 1 month | -0.001 | 0 | 20 |
| 3 months | -0.029 | 0 | 12 |
| 1 year | -0.013 | 0 | 57 |
| 3 years | 0.058 | 0 | 26 |
| 5 years | 0.103 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.028 | — |
| 2023 | 0.101 | — |
| 2022 | 0.149 | — |
| 2021 | 0.116 | — |
| 2020 | -0.012 | — |
| 2019 | 0.069 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.001 | -0.044 | 0.019 | -0.002 |
| 2023 | 0.033 | -0.025 | 0.026 | 0.066 |
| 2022 | 0.047 | -0.020 | 0.037 | 0.079 |
| 2021 | 0.118 | 0.037 | -0.008 | -0.029 |
| 2020 | -0.236 | 0.146 | -0.016 | 0.146 |
| 2019 | 0.007 | 0.027 | 0.018 | 0.015 |
| 2018 | 0.094 | -0.018 | -0.094 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.058 |
| 5 years | 0.103 |